Universal-Beteiligungs- und Servicegesellschaft’s Federated Hermes FHI Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio FHI Stock Details FHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.23M	Sell	167,187 -9,049	-5%	-$512K	0.01%	685
2026 Q1	$9.99M	Sell	176,236 -35,288	-17%	-$1.93M	0.02%	605
2025 Q4	$11.1M	Buy	211,524 +30,036	+17%	+$1.53M	0.02%	580
2025 Q3	$9.42M	Sell	181,488 -28,095	-13%	-$1.42M	0.02%	624
2025 Q2	$9.29M	Buy	209,583 +21,950	+12%	+$903K	0.02%	598
2025 Q1	$7.65M	Buy	187,633 +46,138	+33%	+$1.8M	0.02%	652
2024 Q4	$5.82M	Buy	+141,495	New	+$5.71M	0.01%	672

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's FHI Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Federated Hermes (FHI) stake by 5.1% in Q2 2026, selling an estimated $512K and leaving 167,187 shares worth $9.23M. The position accounts for 0.01% of the portfolio, ranked #685.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in FHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.1M in Q4 2025. 266 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 167,187 shares of Federated Hermes worth $9.23M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 9,049 Federated Hermes shares in Q2 2026, an estimated $512K.
Federated Hermes made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #685 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Federated Hermes in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Federated Hermes position peaked at $11.1M in Q4 2025.
266 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.